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Strategies Wealth Advisors’s O'Reilly Automotive ORLY Stock Holding History

Strategies Wealth Advisors’s Portfolio ORLY Stock Details ORLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$576K Hold
6,240
– – 0.06% 91
2025
Q4 		$569K Hold
6,240
– – 0.06% 88
2025
Q3 		$673K Sell
6,240
-10
-0.2% -$1K 0.07% 81
2025
Q2 		$563K Buy
6,250
+10
+0.2% +$912 0.06% 91
2025
Q1 		$596K Buy
+6,240
New +$543K 0.07% 78

Other funds holding ORLY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Strategies Wealth Advisors's ORLY Position: Q1 2026 in Review

Strategies Wealth Advisors held its O'Reilly Automotive (ORLY) position steady in Q1 2026 at 6,240 shares worth $576K. The position accounts for 0.06% of the portfolio, ranked #91.

Strategies Wealth Advisors first reported a position in ORLY in Q1 2025 and has held it in 5 quarters since. The position peaked at $673K in Q3 2025. 1,651 funds tracked by Wall St. Rank hold ORLY as of Q1 2026.

  • Strategies Wealth Advisors held 6,240 shares of O'Reilly Automotive worth $576K as of Q1 2026.
  • Strategies Wealth Advisors left its O'Reilly Automotive share count unchanged in Q1 2026.
  • O'Reilly Automotive made up 0.06% of Strategies Wealth Advisors's portfolio in Q1 2026, its #91 holding.
  • Strategies Wealth Advisors first reported a position in O'Reilly Automotive in Q1 2025 and has held it in 5 quarters since.
  • Strategies Wealth Advisors's O'Reilly Automotive position peaked at $673K in Q3 2025.
  • 1,651 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q1 2026.

Based on Strategies Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.